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    Thought Pieces

    Monthly Newsletter #5: The Quiet Repricing

    Welcome to this month's edition of what I've been thinking about in the technology space. Rather than recap market movements, this issue takes two si...

    Jul 14, 20263 min read
    Thought Pieces

    Monthly Newsletter #4: Purity Wall and Line You Never Wrote

    Welcome to this month's edition of what I've been thinking about in the technology space. Rather than recap market movements, a few ideas that may se...

    Jun 10, 20262 min read
    Thought Pieces

    Monthly Newsletter #3: Photons and Fault Lines

    Welcome to this month's edition of what I've been thinking about in the technology space. Rather than recap market movements, a few ideas that may se...

    May 14, 20262 min read
    Thought Pieces

    Monthly Newsletter #2: Memory and Compute

    Welcome to this month's edition of what I've been thinking about in the technology space. Rather than recap market movements, a few ideas that may se...

    Apr 7, 20262 min read
    Thought Pieces

    Monthly Newsletter #1: Power, Optimize, Connect

    Welcome to this month's edition of what I've been thinking about in the technology space. Rather than recap market movements, a few ideas that may se...

    Mar 9, 20262 min read
    Investor Letters

    2025 Annual Investor Letter

    To Our Investors:Shepherd Investment Partnership was founded in 2023 as an incubator fund designed to capitalize on a specific market inefficiency: i...

    Jan 17, 20265 min read